Schedules A&B (Form 1040) 2011 Page 2
Summary: This is an example of Schedules A&B (Form 1040) 2011, page 2 (Schedule B), as pertains to the estate as described in the text. The completed line items
are:
- Under
Part I: Interest
: 1. List name of payer. If any interest is from a seller-financed mortgage and the buyer used the property as a personal residence, see page B-1 and list this interest first. Also, show that buyer's social security number and
address
field contains Certificate of Deposit, X.Y.Z. BankAmount
field contains 5,5002. Add the amounts on line 1
field contains 5,5004. Subtract line 3 from line 2. Enter the result here and on Form 1040, line
8a
field contains 5,500
- Under
Part III: Foreign Accounts and Trusts
: 11a. At any time during 1995, did you have an interest in or a signature or other authority over a financial account in a foreign country, such as a bank account, securities account, or other financial account? See page B-2 for exceptions and filing requirements for Form T.D. F 90-22.1
No
checkbox checked12. Were you the grantor of, or transferor to, a foreign trust that existed during 1995, whether or not you have any beneficial interest in it? If Yes, you may have to file Form 3520, 3520-A, or 926.
No
checkbox checked
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